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Configuring MCV Export Settings for ERP Integration

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Background

This article explains the configuration required to synchronise Main Contract Variation (MCV) information from your project to an integrated ERP system.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the project's Main Contracts tool.

  • Additional Information:

    • Check the sync status and determine if any MCVs are already synchronised to the ERP for the specific project, as this may restrict your options.

    • Choosing the Update only contract details in ERP system when MCVs are exported option promotes Budget Changes as the exclusive method for updating the ERP estimate for that project.

    • The system displays £0 as the estimated amount to the ERP, regardless of the contract values when the revenue-only option is active.

    • Selecting Update only contract details in ERP system when MCVs are exported will automatically lock related markup settings to ensure data integrity.

    • Once you sync a MCV to your ERP system with the "revenue only" setting is enabled, it cannot be turned off for that project.

Steps

  1. Navigate to the project level Main Contract tool.

  2. Click the Configure Settings icon-settings-gear-grey2.png icon.

  3. From the right sidebar, select ERP Integration Settings.

  4. Under Contract ERP Integration Settings section.

  5. Select one of the following Export Method that aligns with your project's accounting workflow:

    • Update contract and estimate details in ERP system when MCVs are exported: This is the default setting; it ensures both revenue and estimated values are kept in sync within the ERP.

    • Update only contract details in ERP system when MCVs are exported: Select this to sync revenue data only. The system displays £0 as the estimated amount to the ERP.

  6. Click Save. This configuration will apply to all future MCV exports for this project.

See Also